The Carta Group

A premier fee-based financial planning firm that can help chart your course toward a more comfortable future. We believe that it's not only our responsibility to help make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future! Our financial plans are developed through a mix of personal attention and careful financial guidance. They are designed to meet unique challenges, pursue specific goals, and most importantly, help you Navigate Life

Our goal is to create and enhance lifetime relationships with our clients.

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The start of a new year often brings New Year's Resolutions. This year, be sure to include a resolution of getting your financial house in order. Contact us if you'd like to complete a review of your financial situation.

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What Sets Us Apart

Completing our planning process, utilizing the most advanced concepts and tools available, we will provide enhanced clarity as to what you want to do with your lives and your wealth. More importantly, providing additional confidence knowing you have done everything in your power to position your family for the future.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

The Carta Group is a division of Community Bank, N.A. (CBNA), a national bank and parent company of Community Investment Services, Inc. (CISI), a financial services company. The advisors of the Carta Group serve as employees of Community Bank, N.A., under CBNA’s trust department and in this capacity provide financial planning services. Such advisors also serve as employees of CISI and in this capacity provide investment and brokerage services to clients.

Investment and Insurance products are:Not a deposit, Not FDIC insured, Not insured by any Federal Government agency, Not guaranteed by the bank, May lose value